ReleaseWire Connect

CRMnext introduced new advanced web integration URLs to create customized hyperlinks for CRM users to access external system data and make it available on real time basis on cases for the customer service teams. This real-time integration enables customer service users to quickly access information from external sources and accurately respond to queries or share information helping to increase first time resolution rates.

CRMnext enables drag and drop capability to create and update customized layouts for users depending on their roles and permissions. To ensure optimal user experience and effective capture of customer, partner and vendor information customized page layouts are available to the users for different roles. With this option to design user interfaces as per the needs of a particular role data can be captured accurately and faster by ensuring screens are easy to navigate and information relating to a customer or any query, request or complain can be viewed through a single window.

Lead qualification is a critical part of any CRM sales process to ensure optimal attention is given to the interested leads and maximize conversion. Multiple processes can be defined as per business needs for lead qualification and conversion workflow. Users can qualify a interested lead and ensure the subsequent conversion and mapping is done to automatically create opportunity, contact and customer master available for assigned salespersons on custom layouts.

Advance custom fields will be a part of the ‘Toolboxes’ for the CRM sales management module to facilitate effective customizations related to user interfaces, alerts, rules and more, all of which have a critical impact on logged in users’ performance.

CRMnext enhanced its Report Designer to ensure users have the flexibility to create bespoke reports with a simple drag and drop capability. This will help users to not depend on technology teams to create reports they might need on ad-hoc basis for taking actions or planning. It will enhance user adoption and hence effectiveness of the CRM system in driving efficiency and profitability.

CRMnext’s new Business Enforcement Rules ensure that CRM related data entered by users can be used to automatically update or populate a set of other related fields based on multiple smart rules. With this tool at http://www.crmnext.com/ users can automatically update multiple fields when creating or editing records based on the changes made to a single or multiple related fields which match a specific criteria.

CRMnext's launched advanced Document Management System which will provide an effective way for creating a central repository of data and allowing users ad hoc access through a secure login. The advanced DMS will also enable users to upload documents against leads, contacts, customers, opportunities, cases etc. and make them readily available depending on the roles and permission assigned.

CRMnext, a leading global financial CRM solution, http://goo.gl/L9X8yb; introduced ‘Dispatch” functionality with a new object, which facilitates tracking and monitoring documentation and other business related material sent to customers, partners or back-office. Details relevant to a specific Dispatch can be added, viewed, edited and shared by Users with information pertaining to its status, product, quantity, territory and more. This can also be integrated with a dispatch system of an external vendor like a courier company to get the status on real-time basis.

CRMnext, a leading financial CRM solution at http://www.crmnext.com/solutions/finance.aspx introduced advanced evaluators to compute complex calculations like EMIs, Interest rates, average balance etc. on real time basis and present it at any customer touchpoint. This functionality can be used for loan origination system functionality or investment return rate calculations too.

CRMnext upgrades Pulse, its internal social networking collaboration tool with new sharing features to ensure posts and files can be shared with users, followers or specific groups and polls can be published for garnering a clear picture of preferences and viewpoints. Now, transparency and information sharing with specific groups can go hand-in-hand to ensure collaborations are maximized to deliver results.